Trustee Handbook - Workshop

This workshop is an exploration of issues and considerations for trustees of charitable trusts and foundations in Australia.  Topics to be covered include the structure of charitable trusts, governance and the role trustees play; what trustees must do and what trustees should consider doing; and governance failure.

This workshop is an ideal base for new trustees and foundation staff; useful to those providing advice on setting up foundations and trusts; and an excellent reference document and aide memoire to those already familiar with its subject.  This workshop also provides an opportunity for those with significant interaction with foundations and trusts to understand the responsibilities and issues considered by Trustees.  

A new trustee handbook on the “Roles and Duties of Trustees of Charitable Trusts and Foundations in Australia” will provide the materials for the workshop.  Created in consultation with Philanthropy Australia’s Members, this Trustee Handbook is an essential document for PPFs, Community Foundations, Family Foundations, Charitable Trusts and Ancillary Funds.

The Trustee Handbook is available for free download from the PhilanthropyWiki.

Presenter: David Ward

David is a Director of ANZ Trustees and ShareGift Australia and is Trustee Representative on several charitable trusts including the Hugh DT Williamson Foundation, the Alexander Miller Estate and the Alexander Wright Wales Trust.

David had 19 years' service with ANZ, including positions of Chief Economist (NZ); General Manager Investor Relations; General Manager Office of the Chief Executive; and four years as General Manager then Managing Director of ANZ Trustees. Previously he had 7 years' service as a diplomat with the New Zealand Ministry of Foreign Affairs, dealing with Economic, Trade, Defence and Aid issues and serving in Wellington , Canberra and Fiji .

* All prices include GST.

Workshops are subject to minimum attendance numbers.